---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-25-038309"
form_type: "8-K"
ticker: "AOSL"
cik: "0001387467"
company_name: "ALPHA & OMEGA SEMICONDUCTOR Ltd"
filed_at: "2025-08-06T23:59:59+00:00"
generated_at: "2026-05-17T19:02:21.596314+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Alpha & Omega Semiconductor posts Q4 GAAP net loss of $77M with $68M goodwill impairment; guides Q1 rev $170-$178M

## Summary
- Q4 revenue $176.5M (+9.4% YoY); GAAP gross margin 23.4% vs. 25.7% a year ago; GAAP operating loss $11.6M.
- GAAP net loss $77.1M ($2.58 EPS) includes $67.9M non-cash goodwill impairment on Power segment.
- Non-GAAP Q4 net income $0.7M ($0.02 EPS) vs $2.6M ($0.09) prior year; Non-GAAP operating income $2.3M.
- Fiscal 2025 revenue $649.4M; GAAP net loss $76.1M ($2.54 EPS); Non-GAAP net income $15.5M ($0.52 EPS).
- Q1 FY2026 guidance: revenue $170M-$178M, GAAP gross margin 25.1%-27.0%, non-GAAP diluted EPS $0.02-$0.06.

## SEC filing metadata
- accession: 0001628280-25-038309
- form_type: 8-K
- ticker: AOSL
- cik: 0001387467
- company_name: ALPHA & OMEGA SEMICONDUCTOR Ltd
- filed_at: 2025-08-06T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1387467/000162828025038309/0001628280-25-038309-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1387467/000162828025038309/aosl-20250806.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-25-038309
- JSON: https://secwatch.observer/filing/0001628280-25-038309.json
- Plain text: https://secwatch.observer/filing/0001628280-25-038309.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.